Carolyn Armitage's guest appearances

Carolyn Armitage

Financial Advisor Success

The Next Frontier

Wealthies Circle

RIA Edge

SuccessionFit Podcast

Julian Treasure

Chip Conley

Lolly Daskal

Ellen Langer

Marc Freedman

Jason Hewlett

Michael Goodman

Matt Cooper

Carolyn McClanahan

Dan Schawbel

Carolyn Rosenblatt

Robert Biswas-Diener

Bill Burnett

Jamie Hopkins

Hal Gregersen

OwlTail

Carolyn Armitage is the President of Thrivent Advisor Network, an RIA platform that offers partnership and affiliate models for financial advisors and that oversees $6.5 billion in assets managed by over 20 affiliated independent advisories. She joins the show today to share how her experience developing strategies for broker-dealers to transition to advisory models has given her a unique perspective on the industry’s ongoing evolution from brokerage to RIA platforms. Listen in as Carolyn shares how she rose through the corporate ranks in the financial services industry and made her mark by becoming an established executor for major broker-dealers that wanted to add advisory models. You'll learn how she built a new training and development platform in just three short years, why that platform was eventually disbanded for being too successful, and how Carolyn faced head-on the challenges that arose as she was building new kinds of advisory platforms within firms that were often resistant to change. For show notes and more visit: https://www.kitces.com/298

Carolyn Armitage is the President of Thrivent Advisor Network, an RIA platform that offers partnership and affiliate models for financial advisors and that oversees $6.5 billion in assets managed by over 20 affiliated independent advisories. She joins the show today to share how her experience developing strategies for broker-dealers to transition to advisory models has given her a unique perspective on the industry’s ongoing evolution from brokerage to RIA platforms. Listen in as Carolyn shares how she rose through the corporate ranks in the financial services industry and made her mark by becoming an established executor for major broker-dealers that wanted to add advisory models. You'll learn how she built a new training and development platform in just three short years, why that platform was eventually disbanded for being too successful, and how Carolyn faced head-on the challenges that arose as she was building new kinds of advisory platforms within firms that were often resistant to change. For show notes and more visit: <a href="https://www.kitces.com/298" rel="nofollow" target="_blank">https://www.kitces.com/298</a>

Ep 298: Navigating The Evolution From Broker-Dealer To RIA Platform Leadership With Carolyn Armitage

“(Advisors) have been there through thick and thin holding their clients’ hands, and it is a very connected service business, where very few advisors are willing to sell out, so to speak, simply to get the highest deal structure for themselves. Most of them really want to make sure their clients are well taken care of, even before themselves.”In this episode, Tom Hine speaks with Carolyn Armitage. Carolyn is the Head of Thrivent Advisor Network and has over 30 years of experience in the wealth management industry. They discuss how the future care of an advisor's clients is often the most crucial factor in a deal structure, the conflict inherent in the "founders dilemma," the professionalization of the wealth management space, and the future impact of the COVID pandemic.Thrivent Advisor Network:  https://www.thriventadvisornetwork.com/Connect with Tom:  https://www.linkedin.com/in/hinetom/Feedback:  https://www.capitalwm.com/successionfit-podcastSecurities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered through Capital Wealth Management, LLC or CES Insurance Agency.

“(Advisors) have been there through thick and thin holding their clients’ hands, and it is a very connected service business, where very few advisors are willing to sell out, so to speak, simply to get the highest deal structure for themselves. Most of them really want to make sure their clients are well taken care of, even before themselves.” In this episode, Tom Hine speaks with Carolyn Armitage. Carolyn is the Head of Thrivent Advisor Network and has over 30 years of experience in the wealth management industry. They discuss how the future care of an advisor's clients is often the most crucial factor in a deal structure, the conflict inherent in the "founders dilemma," the professionalization of the wealth management space, and the future impact of the COVID pandemic. Thrivent Advisor Network: <a href="https://www.thriventadvisornetwork.com/" rel="nofollow" target="_blank">https://www.thriventadvisornetwork.com/</a> Connect with Tom: <a href="https://www.linkedin.com/in/hinetom/" rel="nofollow" target="_blank">https://www.linkedin.com/in/hinetom/</a> Feedback: <a href="https://www.capitalwm.com/successionfit-podcast" rel="nofollow" target="_blank">https://www.capitalwm.com/successionfit-podcast</a> Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered through Capital Wealth Management, LLC or CES Insurance Agency.

When it comes to business growth within the M&amp;A space, you must be strategic in development while acquiring companies that fit your business model. In this episode, Mark Bruno, Managing Director at Informa Wealth Management, speaks with Carolyn Armitage, CFP®, CIMA®, Head of Thrivent Advisor Network, about the key findings from the RIA Edge study, focusing on developments within the M&amp;A industry and how financial advisors’ vision for the future impacts their strategies for business growth through M&amp;As. Mark and Carolyn discuss:  The RIA edge study and historical growth rates and growth expectations for RIA firms over the next several years.  Talent acquisition and the role that human capital can play in driving growth.  What steps are necessary to solve wealth management’s widespread succession. problem and the differences between an internal transaction versus an external sale. What is the role of TAN as a buyer in today’s marketplace and how are they a differentiator for financial advisors in the industry. The qualitative versus quantitative fit when looking at Advisors to enhance the Thrivent Advisor Network business.  Connect With Mark Bruno:  WealthManagement.com LinkedIn | Mark Bruno Mark Bruno (@brunz99) |  Twitter  Informa: Overview | LinkedIn  Connect With Carolyn Armitage:  LinkedIn: Carolyn Armitage, CFP®  Thrivent Advisor Network  About Our Guest: Carolyn Armitage leads Thrivent’s newly crafted independent RIA, Thrivent Advisor Network. With her extensive experience in the wealth management industry, Carolyn’s strategic guidance will enable the next phase of development for the organization. Her experience includes roles as an independent Financial Advisor, producing Branch Manager, the head of multiple wealth management teams such as HD Vest – now Advantax, ING Advisors Network – now Voya &amp; Cetera, among others. She also led the Large Enterprise Business Management Consulting team for LPL Financial. Prior to her current role of heading up Thrivent’s RIA, Thrivent Advisor Network, Carolyn provided investment banking and consulting services, including valuation, expert witness, strategic planning and positioning, compensation, incentives, equity sharing structuring, and internal and external succession planning to the industry’s most elite firms through the firm ECHELON Partners. 

When it comes to business growth within the M&amp;A space, you must be strategic in development while acquiring companies that fit your business model. In this episode, Mark Bruno, Managing Director at Informa Wealth Management, speaks with Carolyn Armitage, CFP®, CIMA®, Head of Thrivent Advisor Network, about the key findings from the RIA Edge study, focusing on developments within the M&amp;A industry and how financial advisors’ vision for the future impacts their strategies for business growth through M&amp;As. Mark and Carolyn discuss: <ul> <li>The RIA edge study and historical growth rates and growth expectations for RIA firms over the next several years. </li> <li>Talent acquisition and the role that human capital can play in driving growth. </li> <li>What steps are necessary to solve wealth management’s widespread succession. problem and the differences between an internal transaction versus an external sale.</li> <li>What is the role of TAN as a buyer in today’s marketplace and how are they a differentiator for financial advisors in the industry.</li> <li>The qualitative versus quantitative fit when looking at Advisors to enhance the Thrivent Advisor Network business.</li> </ul> Connect With Mark Bruno: <ul> <li><a href="https://www.wealthmanagement.com/" rel="nofollow" target="_blank">WealthManagement.com</a></li> <li><a href="https://www.linkedin.com/in/mark-bruno-046b735/" rel="nofollow" target="_blank">LinkedIn</a><a href="https://allworthfinancial.com/" rel="nofollow" target="_blank"> | </a><a href="https://www.linkedin.com/in/mark-bruno-046b735/" rel="nofollow" target="_blank">Mark Bruno</a></li> <li><a href="https://twitter.com/brunz99" rel="nofollow" target="_blank">Mark Bruno (@brunz99)</a><a href="https://allworthfinancial.com/" rel="nofollow" target="_blank"> | </a><a href="https://twitter.com/brunz99" rel="nofollow" target="_blank"> Twitter</a> </li> <li><a href="https://www.linkedin.com/company/informa/" rel="nofollow" target="_blank">Informa: Overview | LinkedIn</a></li> </ul> Connect With Carolyn Armitage: <ul> <li><a href="https://www.linkedin.com/in/carolynarmitage/" rel="nofollow" target="_blank">LinkedIn: Carolyn Armitage, CFP® </a></li> <li><a href="https://www.thriventadvisornetwork.com/" rel="nofollow" target="_blank">Thrivent Advisor Network</a></li> </ul> About Our Guest: Carolyn Armitage leads Thrivent’s newly crafted independent RIA, Thrivent Advisor Network. With her extensive experience in the wealth management industry, Carolyn’s strategic guidance will enable the next phase of development for the organization. Her experience includes roles as an independent Financial Advisor, producing Branch Manager, the head of multiple wealth management teams such as HD Vest – now Advantax, ING Advisors Network – now Voya &amp; Cetera, among others. She also led the Large Enterprise Business Management Consulting team for LPL Financial. Prior to her current role of heading up Thrivent’s RIA, Thrivent Advisor Network, Carolyn provided investment banking and consulting services, including valuation, expert witness, strategic planning and positioning, compensation, incentives, equity sharing structuring, and internal and external succession planning to the industry’s most elite firms through the firm ECHELON Partners.

RIA Edge Podcast: Thrivent Advisor Network Carolyn Armitage on true drivers of growth in the RIA space

As consumer demand is increasing and financial advisors are aging, the industry is facing a succession crisis. Industry veteran Carolyn Armitage asks, “Who is there to advise advisors?” In this episode, she joins host Bill Coppel – Managing Director and Chief Client Growth Officer at First Clearing – to discuss how advisors can prepare for the next chapter and better serve their clients. In this episode, you’ll hear:    Why advisors are not taking the time to think about what the transaction and transition of succession will look like Overlooked elements of planning for succession The emotional aspects of selling your firm Where advisors can find a sense of identity in the transition How to set a solid vision for the next phase of life How to understand your firm’s valuation in context Why advisors need financial advisors Why a lack of preparedness is underserving clients    Financial Planning recently named Carolyn Armitage as one of 19 people who will change wealth management in 2019. Carolyn is a managing director of ECHELON Partners, a frequent keynote speaker and a leading authority in private wealth management who is quoted extensively in industry publications. She also founded and runs True Circle Organization, a public nonprofit that works to improve the lives of homeless people in Southern California.   Ways to contact Carolyn Website: www.echelon-partners.com Email: carmitage@echelon-partners.com   Disclosure: This content is provided for general informational purposes only. The views expressed by non-affiliated guest speakers are their own and do not necessarily reflect the opinion of First Clearing or its affiliates. First Clearing and its affiliates do not endorse any guest speakers or their companies, and therefore give no assurances as to the quality of their products and services. This channel is not monitored by First Clearing. For more information on our podcasts, visit firstclearing.com. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo &amp; Company. Copyright 2019. Wells Fargo Clearing Services, LLC. All

As consumer demand is increasing and financial advisors are aging, the industry is facing a succession crisis. Industry veteran Carolyn Armitage asks, “Who is there to advise advisors?” In this episode, she joins host Bill Coppel – Managing Director and Chief Client Growth Officer at First Clearing – to discuss how advisors can prepare for the next chapter and better serve their clients. In this episode, you’ll hear: <ul> <li>Why advisors are not taking the time to think about what the transaction and transition of succession will look like</li> <li>Overlooked elements of planning for succession</li> <li>The emotional aspects of selling your firm</li> <li>Where advisors can find a sense of identity in the transition</li> <li>How to set a solid vision for the next phase of life</li> <li>How to understand your firm’s valuation in context</li> <li>Why advisors need financial advisors</li> <li>Why a lack of preparedness is underserving clients</li> </ul> Financial Planning recently named Carolyn Armitage as one of 19 people who will change wealth management in 2019. Carolyn is a managing director of ECHELON Partners, a frequent keynote speaker and a leading authority in private wealth management who is quoted extensively in industry publications. She also founded and runs True Circle Organization, a public nonprofit that works to improve the lives of homeless people in Southern California. Ways to contact Carolyn Website: <a href="http://www.echelon-partners.com" rel="nofollow" target="_blank">www.echelon-partners.com</a> Email: carmitage@echelon<a href="http://-partners.com" rel="nofollow" target="_blank">-partners.com</a> Disclosure: This content is provided for general informational purposes only. The views expressed by non-affiliated guest speakers are their own and do not necessarily reflect the opinion of First Clearing or its affiliates. First Clearing and its affiliates do not endorse any guest speakers or their companies, and therefore give no assurances as to the quality of their products and services. This channel is not monitored by First Clearing. For more information on our podcasts, visit <a href="http://firstclearing.com" rel="nofollow" target="_blank">firstclearing.com</a>. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo &amp; Company. Copyright 2019. Wells Fargo Clearing Services, LLC. All